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IJH vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJH vs. VTI

Last updated Jun 13, 2026

IJH (iShares Core S&P Mid-Cap ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Both are passively managed. Over the past 10 years, IJH returned 11.56%/yr vs 15.02%/yr for VTI. Their correlation of 0.92 suggests significant overlap in exposure. IJH charges 0.05%/yr vs 0.03%/yr for VTI.

Performance

IJH vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Mid-Cap ETF (IJH) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IJH achieves a 15.48% return, which is significantly higher than VTI's 9.62% return. Over the past 10 years, IJH has underperformed VTI with an annualized return of 11.56%, while VTI has yielded a comparatively higher 15.02% annualized return.

IJH

1D
0.72%
1M
3.98%
YTD
15.48%
6M
14.03%
1Y
25.96%
3Y*
15.38%
5Y*
8.25%
10Y*
11.56%

VTI

1D
0.57%
1M
0.45%
YTD
9.62%
6M
9.69%
1Y
24.78%
3Y*
20.60%
5Y*
12.20%
10Y*
15.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJH vs. VTI - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IJH
iShares Core S&P Mid-Cap ETF		15.48%7.42%13.92%16.40%-13.11%24.72%13.60%26.10%-11.19%16.26%
VTI
Vanguard Total Stock Market ETF		9.62%17.10%23.81%26.05%-19.52%25.68%21.08%30.67%-5.23%21.21%

Correlation

The correlation between IJH and VTI is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.81

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since May 31, 2001

0.92

The correlation between IJH and VTI shifts across timeframes, from 0.81 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.

IJH vs. VTI - Sectors Allocation Comparison

Sectors
IJH
VTI

Industrials

25.0%
9.8%

Technology

15.7%
33.5%

Financial Services

14.4%
12.0%

Consumer Cyclical

10.7%
10.0%

Healthcare

8.6%
9.2%

Real Estate

7.5%
2.4%

Energy

5.5%
3.7%

Basic Materials

4.8%
2.0%

Consumer Defensive

3.8%
4.7%

Utilities

3.1%
2.3%

Communication Services

1.0%
10.3%

Industrials

IJH
25.0%
VTI
9.8%

Technology

IJH
15.7%
VTI
33.5%

Financial Services

IJH
14.4%
VTI
12.0%

Consumer Cyclical

IJH
10.7%
VTI
10.0%

Healthcare

IJH
8.6%
VTI
9.2%

Real Estate

IJH
7.5%
VTI
2.4%

Energy

IJH
5.5%
VTI
3.7%

Basic Materials

IJH
4.8%
VTI
2.0%

Consumer Defensive

IJH
3.8%
VTI
4.7%

Utilities

IJH
3.1%
VTI
2.3%

Communication Services

IJH
1.0%
VTI
10.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P Mid-Cap ETF

Vanguard Total Stock Market ETF

Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. IJKIJH vs. SCHMIJH vs. IVOO
Often compared with VTI:
VTI vs. VOOVTI vs. VXUSVTI vs. SPYVTI vs. VTVTI vs. SCHDVTI vs. FZROXVTI vs. QQQ

Return for Risk

IJH vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJH
IJH Risk / Return Rank: 6060
Overall Rank
IJH Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 5858
Sortino Ratio Rank
IJH Omega Ratio Rank: 5353
Omega Ratio Rank
IJH Calmar Ratio Rank: 6868
Calmar Ratio Rank
IJH Martin Ratio Rank: 6868
Martin Ratio Rank
VTI
VTI Risk / Return Rank: 7070
Overall Rank
VTI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6868
Sortino Ratio Rank
VTI Omega Ratio Rank: 6969
Omega Ratio Rank
VTI Calmar Ratio Rank: 6464
Calmar Ratio Rank
VTI Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJH vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IJHVTIDifference
Sharpe ratioReturn per unit of total volatility
1.64
1.97

-0.33

Sortino ratioReturn per unit of downside risk
2.39
2.67

-0.28

Omega ratioGain probability vs. loss probability

1.29

1.35

-0.06

Calmar ratioReturn relative to maximum drawdown

2.95

2.79

+0.16

Martin ratioReturn relative to average drawdown

10.80

12.52

-1.72

IJH vs. VTI - Sharpe Ratio Comparison

The current IJH Sharpe Ratio is 1.64, which is comparable to the VTI Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of IJH and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IJH vs. VTI - Drawdown Comparison

The maximum IJH drawdown since its inception was -55.07%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IJH and VTI.

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Drawdown Indicators

IJHVTIDifference

Max Drawdown

Largest peak-to-trough decline

-55.07%

-55.45%

+0.38%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

-8.92%

+0.09%

Max Drawdown (3Y)

Largest decline over 3 years

-24.10%

-19.30%

-4.80%

Max Drawdown (5Y)

Largest decline over 5 years

-24.10%

-25.36%

+1.26%

Max Drawdown (10Y)

Largest decline over 10 years

-42.18%

-35.00%

-7.18%

Current Drawdown

Current decline from peak

0.00%

-2.14%

+2.14%

Average Drawdown

Average peak-to-trough decline

-7.56%

-8.02%

+0.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

1.99%

+0.42%

Volatility

IJH vs. VTI - Volatility Comparison

iShares Core S&P Mid-Cap ETF (IJH) has a higher volatility of 5.09% compared to Vanguard Total Stock Market ETF (VTI) at 4.50%. This indicates that IJH's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IJHVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.09%

4.50%

+0.59%

Volatility (6M)

Calculated over the trailing 6-month period

11.73%

9.82%

+1.91%

Volatility (1Y)

Calculated over the trailing 1-year period

15.89%

12.64%

+3.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.79%

17.47%

+2.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

18.33%

+2.87%

IJH vs. VTI - Expense Ratio Comparison

IJH has a 0.05% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IJH vs. VTI - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.17%, more than VTI's 1.03% yield.

PositionTTM20252024202320222021202020192018201720162015
IJH
iShares Core S&P Mid-Cap ETF		1.17%1.36%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%
VTI
Vanguard Total Stock Market ETF		1.03%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Frequently Asked Questions

IJH and VTI have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IJH has higher volatility (5.09%) compared to VTI (4.50%). In terms of maximum drawdown, IJH dropped -55.07% vs VTI's -55.45%.

On 10-year performance, VTI leads with 15.02% vs 11.56% for IJH. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 4.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VTI has performed better with a 15.02% return vs 11.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTI is cheaper with a 0.03% expense ratio, compared with 0.05% for IJH.

IJH has the higher dividend yield at 1.17%, compared with 1.03% for VTI.

IJH is categorized as Mid Cap Blend Equities, while VTI is Large Cap Blend Equities. IJH tracks S&P MidCap 400 Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.05% for IJH and 0.03% for VTI.

VTI currently has the higher Sharpe Ratio (1.97 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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